2022年10月由美联储政策转向预期开启的本轮美股牛市可能将迎来严峻考验,中东局势正成为行情前行路上的重大阻碍。 随着美伊冲突持续升级、国际油价走高,对美联储加息的恐慌情绪蔓延,美股多头逻辑骤然变得脆弱。近期美债的走势,似乎也在朝着危险的方向发展。 科技股面临压力 本轮牛市由科技股全程主导,距离牛市四周年也越来越近。此前市场上涨行情扩散至科技板块以外的行业,一度被视作经济基本面稳健、牛市周期...
Source Link2022年10月由美联储政策转向预期开启的本轮美股牛市可能将迎来严峻考验,中东局势正成为行情前行路上的重大阻碍。 随着美伊冲突持续升级、国际油价走高,对美联储加息的恐慌情绪蔓延,美股多头逻辑骤然变得脆弱。近期美债的走势,似乎也在朝着危险的方向发展。 科技股面临压力 本轮牛市由科技股全程主导,距离牛市四周年也越来越近。此前市场上涨行情扩散至科技板块以外的行业,一度被视作经济基本面稳健、牛市周期...
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